How big is TIOS Capital's plan?

TIOS Capital's plan reported $2.1M in assets and 36 participants for 2024.

Original filing (PDF)20250815115612NAL0005866979001

TIOS Capital

Name: TIOS Capital — TIOS Capital 401(k) Plan, Form 5500 (2024)
Creator: TIOS Capital
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TIOS Capital 401(k) Plan

401(k) retirement plan · TIOS Capital's TIOS Capital 401(k) Plan held $2.1M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Jennifer Cashmore signed TIOS Capital's 2024 Form 5500 as plan administrator.

Jennifer Cashmore — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

TIOS Capital's EIN is 45-3276644.

EIN 45-3276644

Plan number 001

Plan year 2024

ACK ID 20250815115612NAL0005866979001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TIOS Capital from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TIOS Capital's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TIOS CAPITAL.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TIOS CAPITAL

EIN

all filings

Address

2728 19TH PLACE SOUTH · SUITE 100 · HOMEWOOD, AL · 35209

Phone

(205) 936-4741

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-15

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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